Jon Elfin
Advisor at Sunflower Hill
Based in San Ramon, United States
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Seniority
Staff
Department
General Business & Management
Location
San Ramon
Industry
Non-profit Organizations
Company size
19
Contact information
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j•••••••@sunflowerhill.org
Phone
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Background
About Jon Elfin
I help executives, individuals approaching retirement, and families with special needs children implement strategies that will help them realize their goals. I do this by leading clients through a rigorous, objective process that helps clarify their options so that they can: • Build and protect wealth.• Identify risks (market, health, death, disability) and strategies to best address them.• Plan for their special needs child to live a secure, happy and dignified life.• Develop a comprehensive investment strategy designed to maximize probability of success.* Develop an informed employee stock option strategy.• Minimize estate taxes and efficiently pass on their wealth to their heirs or charity of choice.
Decision-makers
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